great service starts WITH UNDERSTANDING

At Rice Financial Group we offer two primary styles of service for our clients, Fundamental Financial Solutions (Traditional) or Strategic Financial Planning (Ongoing). We are a fee-based, full disclosure, financial services firm. What this means is that we charge a fee for our time for our fiduciary financial planning and for the investment accounts we manage. We also get paid when our clients choose to implement insurance or investment products or services through us.  Since we are fiduciaries, we believe the first two meetings outlined below must be completed free of charge so that we can determine what is in your best interest.

MEETING & ENGAGING WITH RFG

  • Schedule intro meeting

    Schedule a zoom or in-office meeting with one of our CFPs.

    Fill out a Start the Process survey telling us what you hope to get out of our meeting.

  • First Meeting

    Meet to discuss your goals and objectives.

    Explain our financial planning process and philosophy.

    Explain how we get paid and how our fees work.

  • Second Meeting

    Review your financial model.

    Get a few examples of how we educate and make recommendations to our clients.

    Mutually decide on what type of engagement makes the most sense for you.

Start the Process

LEVELS OF ENGAGEMENT

FUNDAMENTAL FINANCIAL SOLUTIONS (FFS)

Our focus is to maximize the financial potential of the specific products or accounts we manage on your behalf.

  • 3 Keys to Financial Success

  • List of objectives to complete before reengaging with RFG for SFP

  • Implementation based touchpoints

STRATEGIC FINANCIAL PLANNING (SFP)

Our focus is to help maximize the financial potential of your entire financial world as you move through wealth accumulation, distribution and preservation.

  • Annually Updated Goals and Strategies

  • Implementation Related Touchpoints

  • Reduced AUM Fee Model

  • Annual XRM Update

HOW WE GET PAID

Fee Based Financial Planning Services

This service is contract based and you pay an annual fee for ongoing financial planning advice.

Asset Management Services

Fiduciary asset management services for a fee charged against assets that are under our management.

Insurance Services

Insurance companies provide us a commission for coordinating the placement of certain types of insurance-based products.

The Most Important Question is

How Can We Help You?